Managers / Q1 2024
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
CIK 0000012532 · 15495 SW SEQUOIA PARKWAY, SUITE 150, PORTLAND, OR, 97224 · (212) 364-0334
Reported Value
$594M
Q1 2024
Positions
271
Filings on Record
2
2019–present window
Filed
May 15, 2024
original filing
Summary
Steward Partners Investment Solutions, Llc reported $594M in U.S.-listed holdings across 271 positions for Q1 2024.
Its largest position, MSFT, represents 4.6% of the portfolio.
Compared with Q4 2023, the fund opened 124 new positions and exited 13.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2024
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.